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PROSPERITY CAPITAL ADVISORS
Legal name: C2P CAPITAL ADVISORY GROUP, LLC
CRD 156480File 801-72187
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.39B
Top 25% of cohort (national)
Discretionary AUM
$4.39B
Clients
7,548
16,541 accounts
Employees
244
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 22, 2011
- Principal office
- 30400 DETROIT ROAD, SUITE 201, WESTLAKE, OH, 44145
- Phone
- 888-240-0064
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.39B
- Discretionary AUM
- $4.39B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 16,541
- Non-discretionary accounts
- 0
- Total accounts
- 16,541
- AUM per client
- $581K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 25 | $29.7M |
| Insurance companies | Fewer than 5 | $540.7M |
| Charitable organizations | 24 | $2.5M |
| High net worth individuals | 990 | $2.09B |
| Pension and profit sharing plans | 29 | $32.8M |
| Individuals (other than high net worth individuals) | 6,479 | $1.69B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 202 | 244 | increased by42 |
| Apr 1, 2026 | Clients | 7,096 | 7,548 | increased by452 |
| Apr 1, 2026 | AUM | $3,684,966,200 | $4,385,706,161 | increased by$700,739,961 |
| Apr 1, 2026 | Accounts | 14,823 | 16,541 | increased by1,718 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 127 | 202 | increased by75 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,517 | 7,096 | increased by3,579 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,770,873,369 | $3,684,966,200 | increased by$1,914,092,831 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,429 | 14,823 | increased by8,394 |
| Apr 1, 2022 | Employees | 83 | 127 | increased by44 |
| Apr 1, 2022 | Clients | 3,402 | 3,517 | increased by115 |
| Apr 1, 2022 | AUM | $1,678,123,045 | $1,770,873,369 | increased by$92,750,324 |
| Apr 1, 2022 | Accounts | 6,170 | 6,429 | increased by259 |
| Nov 1, 2021 | Clients | 3,246 | 3,402 | increased by156 |
| Nov 1, 2021 | AUM | $1,487,447,874 | $1,678,123,045 | increased by$190,675,171 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PROSPERITY CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PROSPERITY CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.